AI日报丨英伟达市值重返3万亿！押注中东 AI 革命，美股芯片股迎来大爆发

Group 1 - The rapid development of artificial intelligence (AI) technology is creating widespread opportunities in the market [1] - Tencent Holdings reported a capital expenditure of 23 billion RMB in Q1, primarily to support AI-related business development, with a free cash flow of 47.1 billion RMB [3] - Foxconn has lowered its full-year revenue growth forecast due to ongoing uncertainties from the US trade war, although it expects growth in 2025, driven by demand for AI servers [4] Group 2 - US chip stocks, led by Nvidia, saw significant gains, with the Philadelphia Semiconductor Index rising over 3%, driven by positive news regarding advanced chip imports to the UAE [4] - Nvidia and AMD are supplying semiconductor products to Saudi Arabian AI company Humain for a large data center project, with Nvidia selling over 18,000 AI chips [5] - Amazon Web Services announced a plan to invest over 5 billion USD in Saudi Arabia's AI sector, integrating its AI infrastructure and services [9] Group 3 - Tianfeng Securities recommends focusing on "AI + overseas expansion + satellites" as core investment opportunities, highlighting the importance of AI-related products and domestic recovery in the industry [7] - SoftBank has approved the restructuring of OpenAI into a public benefit corporation, with significant investments made in the company, indicating confidence in the AI sector [10][12] - OpenAI's restructuring plan aims to maintain nonprofit control over its operations, with ongoing discussions about its partnership with Microsoft [11][12]